LF
Lee Financial’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Sell |
77,869
-116
| -0.1% | -$35.4K | 3.4% | 7 |
|
|
2025
Q1 | $22.5M | Sell |
77,985
-1,294
| -2% | -$373K | 3.43% | 7 |
|
|
2024
Q4 | $19.2M | Sell |
79,279
-1,116
| -1% | -$270K | 2.7% | 9 |
|
|
2024
Q3 | $19.5M | Sell |
80,395
-4,145
| -5% | -$1.01M | 2.78% | 9 |
|
|
2024
Q2 | $18.2M | Sell |
84,540
-2,953
| -3% | -$635K | 2.96% | 9 |
|
|
2024
Q1 | $18M | Sell |
87,493
-4,693
| -5% | -$965K | 3% | 9 |
|
|
2023
Q4 | $17.6M | Sell |
92,186
-3,270
| -3% | -$625K | 3.09% | 8 |
|
|
2023
Q3 | $16.4M | Sell |
95,456
-10,373
| -10% | -$1.78M | 3.05% | 9 |
|
|
2023
Q2 | $18.9M | Sell |
105,829
-6,308
| -6% | -$1.12M | 3.3% | 8 |
|
|
2023
Q1 | $20.5M | Sell |
112,137
-4,167
| -4% | -$763K | 3.53% | 9 |
|
|
2022
Q4 | $19.7M | Sell |
116,304
-2,193
| -2% | -$372K | 3.37% | 10 |
|
|
2022
Q3 | $18.3M | Sell |
118,497
-2,500
| -2% | -$387K | 3.43% | 9 |
|
|
2022
Q2 | $20.4M | Sell |
120,997
-6,134
| -5% | -$1.03M | 3.74% | 8 |
|
|
2022
Q1 | $23M | Sell |
127,131
-5,878
| -4% | -$1.06M | 4.11% | 7 |
|
|
2021
Q4 | $22.7M | Sell |
133,009
-1,567
| -1% | -$268K | 4.27% | 7 |
|
|
2021
Q3 | $22.1M | Sell |
134,576
-3,686
| -3% | -$605K | 4.57% | 7 |
|
|
2021
Q2 | $22.9M | Sell |
138,262
-7,080
| -5% | -$1.17M | 4.86% | 5 |
|
|
2021
Q1 | $23.2M | Sell |
145,342
-13,569
| -9% | -$2.17M | 5.51% | 4 |
|
|
2020
Q4 | $28.3M | Buy |
158,911
+4,232
| +3% | +$755K | 7.35% | 3 |
|
|
2020
Q3 | $27.4M | Buy |
154,679
+12,620
| +9% | +$2.24M | 7.65% | 3 |
|
|
2020
Q2 | $23.8M | Buy |
142,059
+119,544
| +531% | +$20M | 6.6% | 3 |
|
|
2020
Q1 | $3.33M | Buy |
22,515
+20,210
| +877% | +$2.99M | 1.11% | 17 |
|
|
2019
Q4 | $329K | Sell |
2,305
-20
| -0.9% | -$2.86K | 0.07% | 102 |
|
|
2019
Q3 | $323K | Hold |
2,325
| – | – | 0.07% | 103 |
|
|
2019
Q2 | $310K | Hold |
2,325
| – | – | 0.07% | 108 |
|
|
2019
Q1 | $284K | Sell |
2,325
-45
| -2% | -$5.5K | 0.07% | 105 |
|
|
2018
Q4 | $287K | Sell |
2,370
-600
| -20% | -$72.7K | 0.08% | 97 |
|
|
2018
Q3 | $335K | Sell |
2,970
-179
| -6% | -$20.2K | 0.08% | 97 |
|
|
2018
Q2 | $374K | Sell |
3,149
-125
| -4% | -$14.8K | 0.09% | 101 |
|
|
2018
Q1 | $412K | Buy |
3,274
+59
| +2% | +$7.43K | 0.1% | 97 |
|
|
2017
Q4 | $398K | Sell |
3,215
-2,860
| -47% | -$354K | 0.12% | 88 |
|
|
2017
Q3 | $739K | Sell |
6,075
-636
| -9% | -$77.4K | 0.24% | 70 |
|
|
2017
Q2 | $792K | Sell |
6,711
-75
| -1% | -$8.85K | 0.29% | 71 |
|
|
2017
Q1 | $806K | Sell |
6,786
-315
| -4% | -$37.4K | 0.32% | 69 |
|
|
2016
Q4 | $778K | Buy |
+7,101
| New | +$778K | 0.44% | 57 |
|